BW
SW

BIP Wealth’s Smurfit Westrock SW Stock Holding History

BIP Wealth’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Sell
61,991
-388
-0.6% -$16.7K 0.1% 123
2025
Q4 		$2.41M Buy
+62,379
New +$2.38M 0.09% 136
2025
Q3 		– Sell
-62,579
Closed -$2.7M – 314
2025
Q2 		$2.7M Sell
62,579
-2
-0% -$86 0.17% 61
2025
Q1 		$2.82M Sell
62,581
-500
-0.8% -$25.4K 0.18% 58
2024
Q4 		$3.4M Buy
63,081
+2
+0% +$102 0.23% 51
2024
Q3 		$3.12M Buy
+63,079
New +$2.87M 0.21% 49

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIP Wealth's SW Position: Q1 2026 in Review

BIP Wealth reduced its Smurfit Westrock (SW) stake by 0.62% in Q1 2026, selling an estimated $16.7K and leaving 61,991 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #123.

BIP Wealth first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.4M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • BIP Wealth held 61,991 shares of Smurfit Westrock worth $2.47M as of Q1 2026.
  • BIP Wealth sold 388 Smurfit Westrock shares in Q1 2026, an estimated $16.7K.
  • Smurfit Westrock made up 0.1% of BIP Wealth's portfolio in Q1 2026, its #123 holding.
  • BIP Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • BIP Wealth's Smurfit Westrock position peaked at $3.4M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.